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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1776
Traphagen Investment Advisors
New Jersey
$342K +$37.6K +183 +13%
CWMG
1777
Compass Wealth Management (Georgia)
Georgia
$342K – – –
W
1778
WealthCollab
Washington
$341K +$20.6K +100 +7%
FFO
1779
Fortitude Family Office
Arizona
$341K -$31.9K -155 -9%
RFW
1780
Redwood Family Wealth
Texas
$341K +$323K +1,571 New
PTC
1781
Philadelphia Trust Company
Pennsylvania
$340K – – –
OA
1782
Oxbow Advisors
Texas
$340K +$322K +1,565 New
ALA
1783
Atlas Legacy Advisors
California
$340K +$54.9K +267 +22%
GA
1784
GSG Advisors
New Jersey
$339K -$3.7K -18 -1%
AL
1785
Aspiriant LLC
California
$339K +$60.3K +293 +23%
MWM
1786
Mattern Wealth Management
Kansas
$339K – – –
CFG
1787
Compton Financial Group
Maryland
$339K +$82.3K +400 +34%
DIM
1788
Delta Investment Management
California
$338K – – –
TWP
1789
Triad Wealth Partners
Kansas
$338K +$32.1K +156 +11%
AF
1790
Atala Financial
California
$337K – – –
AWM
1791
Act Wealth Management
Texas
$337K +$319K +1,551 New
CAC
1792
Core Alternative Capital
Georgia
$337K +$218K +1,058 +215%
DJSG
1793
D.J. St. Germain
Massachusetts
$336K – – –
CWG
1794
Cornerstone Wealth Group
North Carolina
$335K -$5.35K -26 -2%
CVM
1795
Cheviot Value Management
California
$335K -$557K -2,710 -66%
MUMSS
1796
Mitsubishi UFJ Morgan Stanley Securities
Japan
$334K +$317K +1,540 New
RCM
1797
RB Capital Management
Nevada
$334K -$4.32K -21 -1%
FGA
1798
Fortis Group Advisors
New Jersey
$333K +$198K +965 +194%
2L
1799
25 LLC
Missouri
$333K +$316K +1,535 New
IF
1800
Integrity Financial
Wyoming
$333K +$206 +1 +0.1%
70 71
72
73 74